| LPL Financial LLC |
| 0.03% | 0.02% | #103 | $113.1M | 2.6M | $84.5M | 2.4M | +188,512+7.94% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #117 | $64.8M | 1.4M | $51.5M | 1.4M | +7,127+0.50% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.03% | #99 | $60.0M | 1.4M | $43.5M | 1.2M | +143,024+11.64% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.05% | #80 | $53.6M | 1.2M | $35.4M | 989,090 | +210,817+21.31% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #187 | $49.0M | 1.1M | $30.4M | 886,174 | +217,782+24.58% | Add |
| Cedar Wealth Management, LLC |
| 9.33% | 8.46% | #1 | $36.3M | 830,442 | $29.1M | 821,923 | +8,519+1.04% | Add |
| WCG Wealth Advisors LLC |
| 0.86% | 0.85% | #19 | $36.2M | 827,604 | $30.5M | 862,647 | -35,043-4.06% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #126 | $35.8M | 810,153 | $21.6M | 614,096 | +196,057+31.93% | Add |
| Berkeley, Inc |
| 9.12% | 7.81% | #2 | $29.1M | 664,929 | $23.3M | 657,823 | +7,106+1.08% | Add |
| Systelligence, LLC |
| 4.57% | 4.16% | #7 | $27.3M | 601,821 | $21.4M | 590,730 | +11,091+1.88% | Add |
| LRI Investments, LLC |
| 1.8% | 0.05% | #11 | $25.3M | 562,679 | $562,679 | 562,679 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #108 | $24.9M | 567,957 | $20.3M | 573,827 | -5,870-1.02% | Reduce |
| KWB Wealth |
| 2.03% | 0.06% | #10 | $23.7M | 542,925 | $582,824 | 16,581 | +526,344+3,174.38% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #184 | $23.3M | 513,641 | $17.2M | 475,440 | +38,201+8.03% | Add |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
| 5.29% | 4.72% | #6 | $21.5M | 473,142 | $16.5M | 455,769 | +17,373+3.81% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #183 | $18.5M | 407,741 | $12.6M | 347,807 | +59,934+17.23% | Add |
| Chaney Capital Management, Inc. |
| 5.66% | 4.91% | #5 | $18.0M | 411,887 | $13.9M | 393,759 | +18,128+4.60% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #219 | $17.4M | 392,524 | $13.8M | 386,172 | +6,352+1.64% | Add |
| Integrated Capital Management, LLC |
| 5.94% | 5.52% | #3 | $16.5M | 377,231 | $13.1M | 369,816 | +7,415+2.01% | Add |
| Marks Group Wealth Management, Inc |
| 1.23% | — | #14 | $14.1M | 322,617 | $0 | 0 | +322,617 | New Buy |
| Heck Capital Advisors, LLC |
| 0.78% | 0.83% | #21 | $13.0M | 298,391 | $11.2M | 315,309 | -16,918-5.37% | Reduce |
| Elevated Financial Group LLC |
| 3.13% | 2.72% | #8 | $11.4M | 261,428 | $8.4M | 236,545 | +24,883+10.52% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.13% | 0.06% | #63 | $10.9M | 249,306 | $4.0M | 113,830 | +135,476+119.02% | Add |
| Erickson Financial Group, LLC |
| 5.69% | 4.78% | #4 | $10.6M | 233,584 | $7.6M | 210,801 | +22,783+10.81% | Add |
| BOS Asset Management, LLC |
| 2.43% | 2.16% | #9 | $10.5M | 239,408 | $8.5M | 239,550 | -142-0.06% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.09% | 0.08% | #74 | $10.1M | 230,779 | $7.7M | 218,576 | +12,203+5.58% | Add |
| Destiny Wealth Partners, LLC |
| 1.29% | 0.86% | #13 | $9.5M | 217,494 | $7.9M | 223,575 | -6,081-2.72% | Reduce |
| Well Done, LLC |
| 1.21% | 1.11% | #15 | $9.0M | 205,312 | $7.6M | 214,430 | -9,118-4.25% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #201 | $8.2M | 181,452 | $6.6M | 181,540 | -88-0.05% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #216 | $7.9M | 176,447 | $4.8M | 134,063 | +42,384+31.61% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.07% | #139 | $7.6M | 172,514 | $38.7M | 1.1M | -921,624-84.23% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #147 | $7.5M | 167,159 | $5.1M | 142,875 | +24,284+17.00% | Add |
| Wealthcare Advisory Partners LLC |
| 0.13% | 0.11% | #64 | $6.9M | 151,556 | $5.7M | 156,545 | -4,989-3.19% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 0.18% | 0.18% | #51 | $6.9M | 151,066 | $5.5M | 152,956 | -1,890-1.24% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #162 | $6.9M | 156,559 | $4.4M | 125,316 | +31,243+24.93% | Add |
| Cornerstone Wealth Management, LLC |
| 0.29% | 0.28% | #39 | $6.8M | 154,725 | $5.6M | 157,505 | -2,780-1.77% | Reduce |
| Purus Wealth Management, LLC |
| 1.76% | 1.53% | #12 | $6.4M | 140,462 | $4.8M | 132,207 | +8,255+6.24% | Add |
| EP Wealth Advisors, LLC |
| 0.02% | — | #105 | $6.2M | 141,784 | $0 | 0 | +141,784 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #127 | $6.2M | 140,643 | $5.1M | 143,476 | -2,833-1.97% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.03% | 0.01% | #101 | $5.7M | 125,458 | $1.5M | 41,323 | +84,135+203.60% | Add |
| Wealthfront Advisers LLC |
| 0.01% | 0.01% | #143 | $5.3M | 117,512 | $3.1M | 84,278 | +33,234+39.43% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #217 | $4.8M | 108,433 | $3.9M | 110,460 | -2,027-1.84% | Reduce |
| Falcon Wealth Planning |
| 0.3% | 0.27% | #36 | $4.7M | 107,492 | $3.9M | 111,369 | -3,877-3.48% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #254 | $4.3M | 99,213 | $3.4M | 99,142 | +71+0.07% | Add |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
| 0.15% | 0.07% | #59 | $4.1M | 93,380 | $1.8M | 51,666 | +41,714+80.74% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.01% | #114 | $4.0M | 89,843 | $1.3M | 36,200 | +53,643+148.19% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #172 | $3.8M | 86,306 | $3.1M | 86,363 | -57-0.07% | Reduce |
| Essex Financial Services, Inc. |
| 0.17% | 0.16% | #55 | $3.5M | 76,367 | $2.8M | 77,055 | -688-0.89% | Reduce |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #178 | $3.4M | 74,887 | $1.7M | 46,410 | +28,477+61.36% | Add |
| Brookwood Investment Group LLC |
| 0.35% | 0.35% | #31 | $3.1M | 69,241 | $2.8M | 78,376 | -9,135-11.66% | Reduce |
